FLAGSHIP WEALTH ADVISORS, LLC.

RIASEC RegisteredEst. 2017

Total AUM

$749M

Discretionary

$732M

98% of AUM

Avg account

$979K

Accounts

765

Employees

Advisory reps

Firm details

Headquarters: WAKEFIELD, Massachusetts
CRD number: 131962
Registered since: November 2, 2017
Website: flagshipwealthadvisors.com
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI89.32%
Individuals10.08%
Pension & Profit Sharing Plans0.59%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Flagship Wealth Advisors, LLC is an independent registered investment adviser formed in 2017 that serves both individual/family and institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting as its core advisory services. It also operates as a registered representative of a broker-dealer and lists accounting among its business activities. Flagship identifies as an active ESG investor and is organized as an LLC with individual ownership. The firm does not act as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds64%
Exchange Traded Equities19%
State & Local Bonds11%
Cash & Cash Equivalents3%
US Government Bonds2%

Contacts

3 of 8

SCOTT FACCHETTI
Certified Financial Planner and Investment Advisor RepresentativeCRD 4298919
RICHARD JOYAL
PrincipalCRD 2381353
BARBARA REED
Wealth Manager AdvisorCRD 5615575